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6.1. EDSR 08-13-2001 -‘11d, Item 6.1. r Elk River MEMORANDUM TO: Economic Development Authority FROM: Catherine Mehelich, Director of Economic Development, DATE: August 13, 2001 CC SUBJECT: Consider Initiative Foundation Contribution Request Attachments *July 2001 Initiative Foundation Letter of Request for Year 2002 *August 2000 Staff letter to Foundation * Initiative Foundation Business Investment&Grantmaking Programs Issue The Initiative Foundation is requesting the City's consideration for a contribution of$5,000 in the year 2002 to support the Foundation's programming and services. Background The City has taken the following actions with regard to the Initiative Foundation's past requests: 1997— $5,000 contributed ($2,500 EDA, $2,500 City Council) 1998—2000 Request denied In 2000, the EDA directed staff to provide the attached letter indicating denial of the request for year 2001. In addition, the EDA asked staff to evaluate the programming and services of the Foundation over the next year for reconsideration of the funding request in 2001. While the Foundation has contributed over$100,000 to various community service projects within the City of Elk River in the last year, staff has not had the opportunity to utilize the economic development programs and services offered by the Foundation as a result of a lack of qualifying projects. The Foundation has participated in the past on an investment level with the FDA's Business Incubator companies. Attached is information about the Foundation's business investment and grant making programs. The Foundation's requested amount is based on population. The total amount requested from the City of Elk River has been$19,929. Elk River is the second largest city in the Foundation's region,behind St. Cloud. Initiative Foundation Funding Request August 13,2001 Page 2 • Following is a summary of cities in the region and the percentage of request granted to date: of Request Granted Becker 97% Big Lake 17% Clear Lake 100% Elk River 25% Zimmerman 231% Buffalo 14% Monticello 32% Rockford 22% St. Cloud 24% Staff believes the City of Elk River has already provided a fair percentage of the original requested contribution. The current contribution to date of$5,000 as a percentage lies within what other communities in the region have determined as the most appropriate contribution to the Initiative Foundation. Requested Action Staff requests direction from the EDA regarding the recent funding request by the Initiative Foundation. A contribution to the Initiative Foundation for the year 2002 is not included in the proposed EDA budget. • • ,Q ---\( / © 0 P 7 ...,. ity of ' '` River L 1 August 15, 2000 Mary Beth Grams Initiative Foundation 405 SE First Avenue Little Falls, MN 56345 Dear Mary Beth: SUBJECT: CONTRIBUTION REQUEST The Elk River Economic Development Authority recently reviewed the Initiative Foundation's 2000 request for funding. We recognize and appreciate that the Initiative Foundation has provided considerable financial assistance to various community service organizations and activities in Elk River. • The Elk River Economic Development Authority has directed staff to evaluate the economic development services and programming provided by the Initiative Foundation over the next year. The EDA will then reconsider the Initiative Foundation's request for additional funding beyond the $5,000, which has been contributed to date. If you have any questions or comments, please feel free to call me at 763-441-4905. Sincerely, ---..c .. --;--e...e'7,e‘ e( Catherine Mehelich Director of Economic Development c: Pat Klaers, City Administrator Economic Development Authority • 13065 Orono Parkway • P.O. Box 490 • Elk River, MN 55330 • TDD & Phone: (612) 441-7420 • Fax: (612) 441-7425 Business Investment Page 1 of 5 ggYig7gg, Igo gf Pg Business nvesmtinerit �r FAQ + ILink . Contact ids. 8 T a; Fw 4,�a e .�, Click on the following options to find out more information about the Initiative Foundation's Business Investment Program. Business Loans Gap financing up to$250,000 for industrial,commercial and technological service companies. , Loan Guarantees Up to$50,000 maximum liability for small business ventures. • Seed Investments Up to$50,000 to support and develop projects targeting advances in '11.' technology and manufacturing.Funds are limited. Access to capital is key to business start-ups,expansion,research and development, and implementation of technology.The Initiative Foundation acts as a"gap" lender,filling fmancing gaps for new and expanding businesses in the 14-county service area.The Initiative INITIATIVE Foundation's goal in economic development is the creation and FOUNDATION retention of quality jobs with livable wages and benefits essential to improving and maintaining a high quality of life in Central • Minnesota.The first step in obtaining an Initiative Foundation business loan or loan guarantee is to connect with your local economic development professional. The following loan resources are available through the Initiative Foundation. Business Loans The Initiative Foundation Business Loan Program is designed to assist business owners and conventional funding sources in fmancing new and expanding businesses that provide quality job opportunities and strengthen the local and regional economy. Eligibility Requirements •Small to medium-sized industrial, commercial,and technology- based businesses located in the Foundation's 14-county service area.Preference is given to: •Valued-added natural resource/agricultural based products processing. •Manufacturing. •High technology industries. 110 http://www.ifound.org/html/businvt.htm 8/10/01 Business Investment Page 2 of 5 •Owners are expected to reside in the area.Under certain circumstances,the owner residency requirement may be waived. •Job creation/job retention is required.Preference is given to • projects that offer job opportunities with livable wages, provide broad employee benefits and leverage one job for each $10,000 in loan funds. •Local support must be proven,with preference given to communities that are establishing an integrated approach to economic development planning.Businesses generally considered ineligible include retail,consumer services, conventional agricultural production and land development enterprises. Eligible uses of Loan Funds Eligible project costs include land and buildings,construction, remodeling,machinery and equipment,financing costs and working capital. Ineligible uses include refinancing of debt,business acquisition and non-owner occupied building construction. Interest Rate/Loan Repayment Terms Interest rates are determined on a case by case basis,but generally are below market rate.Rates are fixed for the repayment term of the loan. Repayment terms are generally determined by the useful life of the collateral securing the loan,consistent with conventional lending practices.However,Initiative Foundation loan dollars must be repaid in full within ten years. Credit Review/Collateral Credit review criteria is consistent with most alternative lenders.All411 required information must be supplied,adequate cash flow and debt service must be clearly identified, and sales projections must be supported. Owner commitment to the project must be shown, generally in the form of owner equity in the project,and personal guarantees for majority owners are required. Proven management expertise and production experience must be identified.As a gap lender,the Initiative Foundation considers higher risk than conventional lenders in securing its loans.However, collateral is required and evaluation of collateral is consistent with conventional lending sources. Application Process/Technical Assistance Complete applications received by the 15th of each month will generally be reviewed by the Initiative Foundation Loan Committee by the 15th of the following month. Staff review of the application includes a thorough analysis of application materials and a site visit with owners.Incomplete applications may cause delay in review. Local economic development professionals and Small Business Development Centers are available throughout the Central Minnesota region to assist new and expanding businesses.For a list of locally supported technical assistance providers in the region,please contact the Initiative Foundation office. This program of the Initiative Foundation is supported in part by • Minnesota Department of Trade and Economic Development,the USDA Office of Rural Development,The McKnight Foundation, http://www.ifound.org/html/businvt.htm 8/10/01 Business Investment Page 3 of 5 other foundations,local units of government,regional utility companies,and corporate and individual donors. • If you have any questions,please contact Allan Beilke,Business Finance Specialist. The Business Investment Loan Program application is several pages long and is not available for online downloading. To request a business loan application,please contact the Initiative Foundation directly. Top ofpage. Loan Guarantees The Initiative Foundation has established a Loan Guarantee Program available to lenders acting on behalf of their commercial borrowers. Lenders provide standard commercial financing with this program guaranteeing a portion of the loan against deficiency.The Loan Guarantee Program is intended to increase the availability of credit otherwise not available based on normal lender underwriting criteria due to the newness of the business,lack of equity,collateral valuation or other problems.The program is not intended to absorb the risks associated with a weak or poorly managed business. Program Structure A.Guarantee Amount—The program guarantees up to 80%of the original loan balance with a$50,000 maximum exposure or 80%of the loan deficiency plus expenses,whichever is less. B.Guarantee Fees—There are no guarantee or loan administration fees for this program. C.Record Keeping—At the end of each calendar quarter the lender will submit to the Initiative Foundation basic information on each loan in the guarantee portfolio. Geographic Area of Program The Loan Guarantee Program is available for business development projects located within the 14 counties served by the Initiative Foundation. Eligible Businesses In order to be eligible for assistance the business must contribute to the economic prosperity of Central Minnesota. Financing Policies A.Allowable Use of Proceeds 1.Fixed assets,including land and building purchases,building construction,leasehold improvements,and renovations; and/or 2.Acquisition,renovation or moving machinery and equipment;and/or 3.Working Capital. B.Non-allowable Use of Proceeds 1. Generally not to refinance existing debt;and/or • 2.Alcohol related businesses,pornography,speculative ventures or gambling operations. C.Interest Rate—Interest rate may be fixed or variable and can be adjusted monthly,quarterly, semi-annually or any other period http://www.ifound.org/html/businvt.htm 8/10/01 Business Investment Page 4 of 5 agreed upon by the borrower and lender. D.Term of Loan Guarantee—The term of the guarantee shall not exceed five years,however,the loan can be amortized up to 15 . years. E.Collateral—Collateral securing the guaranteed loan may consist of land,buildings,machinery,equipment, furniture, fixtures,vehicles,inventory,accounts receivable,mortgages on fixed assets held personally,assignment of the interest in a Contract for Deed and assignment of life insurance. F.Other Financing Policies 1.The recipient of a loan guarantee must be a for-profit business entity organized in any manner permitted by the laws of the State of Minnesota. 2.All loans must be adequately secured and personally guaranteed to the satisfaction of the program staff. 3.All loan guarantees shall be subject to whatever agreements and documents are reasonably necessary to protect the interest of the program sponsors and to ensure that the purpose and intent of this program are met. 4.Loan applicants must demonstrate that they are credit worthy and have the ability to perform under any agreement entered into with the lender. 5.All applicants receiving financing assistance must demonstrate an acceptable level of job creation or retention. 6.This program is not intended for restructuring or refinancing of existing debt with the lender. Application Process 1.Lending official and applicant discuss project eligibility with Initiative Foundation program staff. 411 2.Lending official completes application forms and submits application and exhibits to the Initiative Foundation. 3.Program staff reviews application.Application is presented to the President for final approval or denial. 4.Lender executes Loan Guarantee Agreement and loan is closed in accordance with the Guarantee Agreement. Note:At any point in the review process, the application may be denied or sent back for further information. Download a PDF version of the Loan Guarantee Application (64K) r View and print with Adobe®Acrobat®Reader Software. Male .tea Top of page. Seed Investments The purpose of the Seed Fund is to promote the entrepreneurial culture within Central Minnesota and promote the capacity of manufacturing or technology-related companies to grow. Eligible participants include individuals, small and medium size • businesses located in the 14 counties served by the Initiative Foundation and the St. Cloud Regional Office of Minnesota http://www.ifound.org/html/businvt.htm 8/10/01 Business Investment Page 5 of 5 Technology. • Eligible uses of funds include the development of new products or technologies including: •Product research and development. •Working capital to develop new product(s). •Market research and development of new product(s). •Prototype development and testing. •Other related uses deemed appropriate by the Central Minnesota Seed Fund. Investment maximum is$50,000.Project funding requires a minimum of a 1:1 equity or cash match dollar for every dollar of Seed Fund investments. Investment instruments used by the Seed Fund will generally have convertible options exercised by the Seed Fund as either direct loans or equity positions deferred for 18 months. The Central Minnesota Seed Fund is a cooperative effort of Initiative Foundation and St. Cloud Regional Office of Minnesota Technology. Download a PDF version of the Seed Investment Application (64K) r'k os a W; View and print with Adobe®Acrobat®Reader Software. Ada}1111 Works In Progress Consultant Directory The Works In Progress Consultant Directory_is a listing of consultants serving Central Minnesota nonprofit organizations. Top of page. • http://www.ifound.org/html/businvt.htm 8/10/01 Grantmaking Page 1 of 3 -t'1 6a TA.`;' C y �` 3� uirarixmaiming u t ) rants.'1 Healthy Organizations I FAO I Lirtkt I Contact Us • The Initiative Foundation funds innovative projects that identify and mobilize existing resources and involve local people in creative } problem solving.Our grant awards are made to eliminate barriers to economic development and foster asset-based community development.Priority consideration is given to projects originating 0-74 from integrated community planning such as our Healthy Communities Partnership program.Grants are made to nonprofits, local units of government and schools,and generally range from $1,000 to$25,000.Applications are accepted on an ongoing basis. The Initiative Foundation awards grants to assist with: • Nonprofit Organizational Development(up to$2,000) • Planning or short-term efforts(up to$5,000) • Program implementation for single-community projects(up to$10,000) • Multi-community projects(up to$25,000) • In select cases,grants(up to$50,000)will be made to INITIATIVE projects having a direct impact on children,youth or families.Please contact Initiative Foundation staff prior to submitting a request in this category. Applications are accepted on an ongoing basis and are generally • reviewed within 90 days of receipt.The Initiative Foundation is sensitive to varying levels of expertise in preparing grant applications.Please call with questions pertaining to the application. Click on the following options to find out more information about the Initiative Foundation's Grantmaking Program. Focus Areas Projects the Initiative Foundation will consider Review Criteria What you should know before you apply Ineligible Expenses Expenses the Initiative Foundation cannot fund Download a PDF version of the Grant Application(87K) aOial . View and print with Adobe®Acrobat®Reader Software. Mahe' Focus Areas To be considered for funding,a project must work to achieve one or • more outcomes outlined in the following two categories: ,I1V Economic Development Initiatives http://www.ifound.org/html/grant.htm 8/10/01 Grantmaking Page 2 of 3 •Address barriers to economic development including,child care,transportation,housing and workforce shortages. • •Develop entrepreneurial opportunities for youth. •Provide training,technical support, or research for new and existing businesses to promote Research and Development and increase productivity and profitability. •Support training opportunities for economic developers and community leaders that strengthen economic development, introduce and utilize new technology concepts,and promote sustainability. •Support projects that promote the prospects of self-sufficiency for employed low-income persons. Community Development Initiatives •Increase community leadership capacity through planning and visioning processes,which might include convening activities, training,asset inventories. •Support local activities that strengthen communities by helping to mobilize existing resources, especially for children,youth and families and those projects that heighten the importance of a sense of place. •Support multi-community grants that address innovative ways for communities to solve common problems and capitalize on opportunities together. Top of page. Review Criteria Review Criteria:Narrative should generally follow the Minnesota Common Grant Application with special emphasis on the items listed below: 1.Applicants must be a 501(c)(3),local unit of government or school. 2.Projects must benefit residents within the Foundation's 14 county region.The Foundation's geographic focus includes the following 14 Minnesota counties:Benton,Cass,Chisago, Crow Wing,Isanti,Kanabec,Mille Lacs,Morrison,Pine, Sherburne, Stearns,Todd,Wadena,and Wright.Funding requests for projects outside of this geographic area will be returned. 3.Applicants must show evidence of broad-based community involvement in both the planning and implementation of the project.Indicate how those affected by the project have and will be involved in the planning,implementation, and monitoring of the project.List contacts and phone numbers of partnerships and collaboratives. 4.Applicants must demonstrate how local cash or in-kind resources including volunteers, are being identified and mobilized for the project. Include a detailed list of other funding sources that are committed and pending. 5.Project ideas should show creative,innovative approaches for addressing needs and opportunities.How is this project different from other efforts? . 6.Applicants should indicate how the project fits with the vision and plans of the community.How does the project build local relationships and a sense of community? 7.If project uses consultant(s),include their name(s)and detail http://www.ifound.org/html/grant.htm 8/10/01 Grantmaking Page 3 of 3 their responsibilities. 8.Project narratives should describe how the proposal fits within the funding priorities of the Initiative Foundation listed on the front of this fact sheet. 9.Use the evaluation form and indicate that it measures results- not efforts.What will change as a direct result of the project? Top._of page_ Ineligible Expenses The Initiative Foundation cannot fund the following project expenses: •Ongoing operating support,replacement of government or other funding. •Endowments,local fund drives,scholarships. •Religious activities •Capital expenses(e.g.buildings,equipment,signs,trails, vehicles,etc.) •Multiple applications from a single organization at the same time. •Expenses incurred prior to receipt of grant award. •Development or purchase of school curriculum •Video production Topof_page. • http://www.ifound.org/html/grant.htm 8/10/01 •July 17, 2001 INITIATIVE FOUNDATION Stephanie Klinzing, Mayor City of Elk River 13065 Orono Pkwy PO Box 490 Elk River, MN 55330-0490 RE: 2002 Budget Request for Initiative Foundation support "It takes a noble man to plant a seed for a tree that will someday give shade to people he may never meet."—David Trueblood Dear Mayor Klinzing & Members of the City Council, Since its inception in 1986, the Initiative Foundation has invested $1,178,715 into the Sherburne County economy in the form of grants to non-profits, local units of government, schools and loans for business start-up and expansion (see enclosed project list). Those "seed funds" have leveraged an additional $1,548,775, helped create or retain 201 jobs, and trained many community leaders. We have been and continue to work actively in economic and community development, leadership training and support to non-profits providing needed services to the residents and future residents of this county and your •ommunitY. A strong county provides the needed foundation for strong and healthy communities. Our mission is to improve the quality of life for residents in our service area through comprehensive and integrated community development. We really believe our five-year strategic direction,"To invest in well- planned collaborative community development endeavors that improve the economic vitality and overall health of communities..." captures the reason for the City of Elk River to support our work. One Cass County Commissioner put it this way when responding to the work the Initiative Foundation has done relative to county support "I wish we got this hind of return on all of our investments." As a result, they have increased their support to us significantly. Currently 13 of 14 counties and 114 of 160 cities value our work and choose to support us financially. Support of our foundation is based on Minnesota Statute 469.191 Contributions to regional or local organizations. That statute is attached for your reference. Much of the work we do would not be possible without the special partnership we share with city and county governments in the 14 counties of Central Minnesota that we serve. Our economic development efforts to help start-up and expand businesses relates directly to broadening the tax base. In addition we provide grant dollars to area non-profit organizations, schools and local units of government for projects such as development of comprehensive plans, housing studies, downtown revitalization efforts and intergenerational activities. The City of Elk River's support does have a direct impact as shown by these recent examples of projects we have funded: Recent Grant activity in Sherburne County includes: • Livonia Township; Zimmerman, Planning for "Green" Township Hall ($5,000) –to support the planning and design of a new township hall that will use recycled building products, recycles construction waste and incorporate energy efficiency into the design. Three Rivers Community Theatre (Elk River): Exterior paint for a mural to brighten a downtown building. (Picture-it-Painted Program) ➢ Elk River School District/Education to Employment Partnership; Youth Apprenticeship/Job Shadowing ($10,000) –to support youth apprenticeship and job shadowing with the technical trade. ➢ Big Lake Visioning Committee; Lakes Area Multi-Purpose (LAMP) ($5,000) –to support planning efforts for a multi-purpose, intergenerational recreation complex for community members. > Boys & Girls Club of Elk River; Crisis Training ($2,500) -to train team members in crisis intervention skills. • Recent Loan activity in Sherburne County includes: > Eighth Street House, Big Lake > Raymond P. Chock Trucking, Elk River We are pleased to inform you that we have implemented two new programs this year, which are available to lakes associations and non-profit organizations. Our Environmental Initiative coordinated by Don Hickman has a goal of restoring a sense of personal responsibility for preserving lakes and rivers by adopting acitizen-participation approach to water management plans. The Healthy Organizations Partnership (HOP) is designed to increase the capacity of nonprofit organizations so that they can better accomplish their respective missions and is headed up by Brad Kruse. Fact sheets are enclosed for your review. We believe in planting seeds that build strong communities, counties and ultimately a strong Central Minnesota region. In our 15-year history, the Initiative Foundation has improved the quality of life in the region by: • Making 1,515 grants totaling $11.7 million. ■ Making 570 loans totaling $13 million. ■ Leveraging $72.9 million in private business investment. ■ Creating or retaining more than 5,260 jobs. ■ Training more than 835 community leaders. Our thanks to the City of Elk River for its $5,000 contribution (since July '96) toward our fundraising • efforts thereby supporting our programs and services. We invite you again this year, to support our work with a gift of $5,000 in 2002. We truly appreciate your past support and consideration of this annual request. We would be happy to provide an update to the City Council at a scheduled meeting. Please feel free to contact Mary Beth Grams at 877/632-9255 (x2007) or mbgrams@ifound.org to arrange for a presentation. Sincerely, Kathy Gaalswyk Connie Marcyes President Director of Development ,,.,. ,., ..„,x - 1�q}�7 _ .. ,.t.- -.0 x$; ,_-... 1.--$17,,,,- ,,,-.1., -%.-..-..-,e',,- --,-9,,,,' � � i +�r2 �+'"" �'. & x } '� " u rs }l'S - .' ,4.-7—:,,,, , wj, ,er. :_ � Tis ., � abs .,,' 7., . 5 '3 '" -i�, -i.,,,,,..4,-,4.-,4„::4,c,....._±,,, ,‘....„:„-s' .--'`t �^-r-r.?t. 8 3'x. r n a- �. r 'k �ri ay,s rr f --„,,A.:2",,,,: w t , �- � g�"! 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A,. . .`,C,T-- e.-. �-n'e",` d T`G �i F r x ,,.t1=11:1-!,.--- 'm4 '�': "-*�, v'''�3eyc ,. � � -xn-.s, �'mss r i5.£ t zi e 'Rs�:. �" r,�T as` t s a k', L. r '�`�` rbc. .�:^' �,.' ,�. � ,,:� ,�' .,, ��x �t,sra°� `�"!`" � .= .+ "�,"'v �„ ,��., v�' �. �'t a ti vw - • o{vs,. n ht,„I. � t ° 4- . e .rs`P w d e p.- ,_, o , °so n �� t � m -.� . 4 • . ��z q, n ,.v xt --k.;..,-'' ,w. .mac d,.4'''''.7=y, g ....� miN w,. `�s ._ i�i.h::. <`� d.,- , _, , ' ,, .,0 fir$ ,.*-t.§*b»a.4`4-...._p t”Vi,% " '"x2 ,- y, .''r a,'.`= ':`,1",;,t,'Fa• ;'Y, " £ S _' r r. .s`- '�, <,.... . .wmir.a; re"�,.. °.--tom ' S ^�',' r '454-5,4, ,._ K <,' ,ss3x _ �' .. � s,>._'#.�`t, +'s ,';��':".: HEALTHY ORGANIZATIONS PARTNERSHIP - • PURPOSE: The Healthy Organizations Partnership (HOP) is a program designed to INITIATIVE increase the capacity and effectiveness of nonprofit organizations in Central MinnesotaFOUNDATION so they can better carry out their respective missions. Using a unique integrated program approach the Initiative Foundation assists organizations in providing essential services, offering volunteer opportunities, and generating local philanthropic activity in a strategic manner. HOP KICK-OFF EVENT: The Healthy Organizations Partnership program begins each spring with a special "Kick Off" session. Key staff and board members from all nonprofit organizations in our fourteen county region are invited to attend this interactive event. Participants will hear about the emerging issues and opportunities that nonprofits face, discuss the stages of nonprofit organizational development and conduct a preliminary self-assessment. Based on the results of the self-assessment, the Foundation helps each nonprofit determine the level and type of support needed to build a healthier, stronger organization. PROGRAM COMPONENTS: The Initiative Foundation staff, along with experienced development consultants, provide the following support programs: • Discretionary Training and Assistance: Organizations having effective strategic plans in place, yet experiencing difficulties in specific organizational areas (such as governance, finance, human resources, fundraising, etc.) are offered technical assistance, elective workshops, promising practices information, and/or up to $2,000 in grants for organizational development goal implementation. • Multi-Year Training and Assistance: Nonprofit organizations indicating a greater need for strategic planning and advanced support are invited to apply to participate in a two-year training and assistance program. Five to eight organizations, with similar focus areas, are • involved in each program round. Teams of 5— 7 board and staff members attend the sessions during the two-year period. The multi-year program includes extensive self-assessments, governance and policy training, a local strategic planning session, elective workshops, peer mentoring, ongoing consultation and evaluation, and up to$5,000 for organizational development planning and implementation. ELECTIVE KICK-OFF, `.. WORKSHOPS INTRO TO HOP MULTI • Grant Writing& HEALTHY O.D. YEAR TRAINING& Fundraising Emerging N.P. Issues, ASSISTANCE • Governance Stages of Development, Training,Strategic • Fiscal Management Introductory Self—Assmt. Planning,Technical Determine Levels of Assistance, Elective • Legal Requirements Training&Support needed. Workshops,Consultation, • Diversity valuation and Sustainin• • Personnel Issues HOP ' • Asset Mapping 1110 :Procss; • Effective Meetings e OUTCOMES DISCRETIONARY SUPPORT Reduced Turnover, Increased Technical Support, l&R, Volunteerism, Expanded PromisingPractices, Elective Funding Opportunities, CENTRAL MINNESOTA'SFUN Workshops, Evaluation, INITIATIVE FUND Increased Community _. .110 Support. . . Sustaining. \1110 405 FIRST STREET SE LITTLE FALLS. MN 56345 PHONE: 320.632.9255 FAX: 320.632.9258 WWW.IFOUND.ORO GRANT FUNDING: The Initiative Foundation holds the belief that healthy organizational development happens not as a result of a great number of dollars being spent, but by identifying the • resources and assets of those involved. Small grants (up to $2,000 for Discretionary Support and up to $5,000 for the Multi-Year Training Program) are available to participating organizations. The grants may be used to cover travel expenses to the training sessions, costs associated with holding a local strategic planning session, consultant fees and other costs for implementing organizational development goals. Ineligible expenses include capital expenditures, retroactive funding, or projects that do not assist with the planning process or support the goals of the plan. Nonprofit organizations successfully completing Healthy Organization programs will receive careful consideration for follow-up program funding. REQUIREMENTS: All nonprofit organizations in the Initiative Foundation's fourteen county service region are invited to attend the annual HOP Kick-Off Session. Organizations entering one of the HOP program areas must have IRS 501(c) 3 determination, one paid staff or key consultant, an actively engaged board of directors, a willingness to commit additional resources to their organizational development efforts, a past record that indicates a willingness to address change and a mission that generally fits within the Initiative Foundation's priority areas. TO APPLY: Discretionary grants: Complete the Minnesota Common Grant application form. Applications are reviewed on an on-going basis with a decision generally being made within 90 days after receipt. Organizations are encouraged to contact Brad Kruse to discuss their proposal before applying for a discretionary grant. Multi-year Training and Assistance: Contact Brad Kruse to discuss your organization's interest in applying. Complete a specialized application form. Often a site visit will be conducted before or after your organization applies. Selection will be made within 30 days of application date. • Next Application dates Fall 2001 —Applications are due, Monday July 2, 2001. Winter 2002—Applications are due, Monday, December 3, 2001. For more information please contact: Brad Kruse Organizational Development Specialist The Initiative Foundation 405 First Street SE Little Falls, MN 56345 bkruse@ifound.org Phone: 320.632.9255 877.632.9255 toll-free This program is funded through grants from the Otto Bremer Foundation, The McKnight Foundation and other donors. F:\HOME\brad\HOP Fact Sheet.doc • • HEALTHY LAKES PROGRAM INITIATIVE FOUNDATION "We don't manage resources, we manage human behavior. The resources will take care of themselves just fine. It's the human influence we interject on the resources that cause the problem. " John Sumption, Cass County Water Planner PURPOSE: The Healthy Lakes Program builds the capacity of citizen leaders to develop and implement lake or river management plans. Over two sessions, participating lake and river advocacy groups will be trained to develop a locally shared vision and plan, set measurable goals and report on their progress and outcomes, all of which are conditions of entering the program. The program is designed to: • Improve leadership skills of key lake/river association members. • Provide a forum for shoreline property owners to plan for the future of their watershed. • Provide opportunities for shoreline property owners to network, work cooperatively and learn from each other and create a voice for healthy waters in central Minnesota • Establish visions, missions, goals, and management plans for their watershed, using a template developed by the Healthy Lakes program and modeled after the State Interagency Lakes Coordinating Committee guide. • • Establish indicators to measure the success of each association's efforts. • Provide training, technical assistance and support to associations as they go through the process of planning and project implementation. TRAINING: The team will participate in two training sessions. The sessions cover the following topics: communication skills, conflict management, working together to get things done, strategic planning, asset assessments, and resource identification for project implementation. Local and regional resource agencies are brought in to share brief overviews of their services and support they can provide as the groups develop and implement their plans. Association members participating in the training program would be expected to work with fellow shoreline property owners by inviting them to learn more about critical issues facing their watershed's future and steps they could take to make a positive impact. Members will also invite them to take part in the visioning and planning sessions. GRANT FUNDING: Grants up to $20,000 are awarded to an organization that serves a number of participating lake or river advocacy groups. This could be a County Organization of Lake Associations, Watershed Board, or other qualifying agency or organization. That organization then forwards funds to associations as they meet their conditions of participation. CENTRAL MINNESOTA'S INITIATIVE FUND • 405 FIRST STREET SE LITTLE FALLS. MN 56345 PHONE: 320.632.9255 F.sx: 320.632.9258 WWW.IFOUND.ORG • REQUIREMENTS: To apply for the program, an association should have five to eight citizens who are committed to planning effectively for the future of the resource. As a funding requirement, the leadership team must commit to having a minimum of five participants at both training sessions. They should also be willing to recruit additional shoreline residents to participate in the process. A Lake or River Management Plan must be completed and implementation toward one or more of the identified goals must begin to receive full funding under the grant. PROCESS: Local associations should apply to the sponsoring organization, which in turn submits a written application using the Foundation's guidelines. If initial criteria are met, the applicant will be asked to host a site visit. At the site visit, Foundation staff will explain the program in more detail and ensure that it is the right option for the applicant and participating associations. After the site visit and review of the application, the Foundation will determine acceptance into the program. In some cases, a smaller grant may be offered to initiate a planning process to prepare for program entrance. For more information and application materials, please contact: Don Hickman, Environmental Specialist Initiative Foundation 405 First Street SE • Little Falls, MN 56345 (320) 632-9255 Fax: (320) 632-9258 E-mail: dhickman@ifound.org Website: www.ifound.org • • • ENVIRONMENTAL STEWARDSHIP INITIATIVE INITIATIVE FOUNDATION "We don't manage resources, we manage human behavior. The resources will take care of themselves just fine. It's the human influence we interject on the resources that cause the problem. " John Sumption,Cass County Water Planner The Initiative Foundation is implementing an integrated Environmental Stewardship Initiative that will positively impact communities throughout the fourteen counties of Central Minnesota. Our environmental initiative consists of the following five components: • The Healthy Community Partnership (HCP) Program: The Healthy Communities Partnership program is the flagship initiative of our community development efforts. Through this multi-year training and assistance program we provide multi- generational teams with the tools, education and resources they need to develop integrated strategic plans. Once a shared vision is reached and plans are in place, community leaders stand ready to implement the environmental, economic, and social well-being goals necessary to build sustainable communities. Currently over 65% of the HCP plans include environmental goals addressing resource conservation, planned growth and sustainable development. To date, over 500 people, representing • 33 teams from over 50 communities have participated in the HCP program. • The Healthy Lakes Partnership (HLP) Program: We have adapted our HCP curriculum to provide a leadership and capacity building program for members of lake and river associations in Central Minnesota. Supported by The McKnight Foundation and the Laura Jane Musser Fund, this integrated assistance program trains local leaders to develop comprehensive lake management plans. When they complete the training, teams then become eligible for follow-up funding to implement the goals identified in their plan. To date 187 people, representing 22 associations have participated in the program. • The Healthy Organizations Partnership (HOP) Program: The HOP program is a newly formed initiative, supported by the Otto Bremer Foundation, that increases the capacity of regional non-profit organizations so they can more effectively carry out their respective missions. We have also received additional financial support from The McKnight Foundation to run a special round of HOP training for eight environmental conservation-based organizations. • Community Wastewater Treatment Assistance: The Foundation, supported by The McKnight Foundation and in partnership with the University of MN Extension Service, will provide technical and financial support to rural communities and lake associations considering creative and cost-effective wastewater treatment methods. CENTRAL MINNESOTA'S INITIATIVE FUND • 405 FIRST STREET SE LITTLE FALLS. MN 56345 PHONE: 320.632.9255 FAX: 320.632.9258 WWW.IFO UN D.ORG • Sustainable Development& Resource Conservation Assistance: By providing follow-up training, technical assistance, financial support and resource and referral • services, the Foundation will support our program participants (HCP, HLP and conservation-based HOP) to implement sustainable development and resource conservation projects in their neighborhoods and communities. For more information and application materials, please contact: Don Hickman, Environmental Specialist Initiative Foundation 405 First Street SE Little Falls, MN 56345 (320) 632-9255 Fax: (320) 632-9258 E-mail: dhickman@ifound.org Website: www.ifound.org • 4110 ., . , Ny.,) BOARD OF DIRECTORS INITIATIVE • FOUNDATION f' g A 'L Barrett Colombo, St. Cloud �,,, Bill Scarince, St. Cloud Attorney, Rinke Noonan Law Firm President, WF Scarince, Inc. 41 � ' 9 i t ' Gloria Edin, Staples John Schlagel, Cambridge Todd County Hispanic Liaison , Schlagel, Inc.;Board Chair 1Pg Steve Shelley, Little Falls 1 i� Don Engen, Pequot Lakes r, ,, Shelley Funeral Chapels; " ', CPA, LAWCO =' ' Board Secretary/Treasurer Dave Gruenes, St. Cloudit: Dorothy Simpson, St. Cloud - ' ,,,,,,,,,, 0 ii .M Steams County Electric;Board Vice-Chair **0740::, Retired College Vice President Ai John Hoefs, St. Cloud .. Pat Spence, Rice Healthcare/Legal University of MN Board of Regents If .;, t 11 Catherine Jackson, Waverly George Wallin, Big Lake General Manager, .''',%,-..,'`.�'iicatl'i., , President, Citizens State Bank Sherburne Tele Systems, Inc. Janet Moran, Brainerd : '` Warren Williams, Brainerd , Board of Education ChairPresident, Bremer Bank A . Musah, St. Cloud Dept. of Science & Engineering, SCSU • 2 632-9258 56345 • Phone: 320 6 2-92 5 • Fax: 3 0 405 First StreetFalls, MN 3 5 / SE; Little a / • www.ifound.org • Initiative Foundation DirectoryIStaff ,. „,.:,., „L ., ` ' Allan Beilke Linda Kaufmann � ,. 14-„,,.: ,_,,,4 0 " 1 Grants Specialist 1�144 "'':1 �z Business Finance Specialist " E-mail: abeilke@ifound.org E-mail: Ikaufmann@ifound.org ;, Matt Kilian t�z < iv Kathy Gaalswyk .` n Communications Manager , _'` President E-mail: kgaalswyk@ifound.org E-mail:mkilian@ifound.org i, r-,,, w'�a h.. ka fit! , "1 J ', Sharon Gottwalt Kris Kowalzek ,‘,` Loan Assistant Administrative Assistant + *„ . E-mail: sgottwalt@ifound.org E-mail: kkowalzek@ifound.orgle i � ,. 4 L Mary Beth Grams ViiBrad Kruse j� , eke Development Assistant Organizational Dev. Specialist ,,,,,,,,„,_„:,,,,,,,11 4-1 . E-mail:mbgrams@ifound.org E-mail: bkruse@ifound.org ..r.'7'Th, t Don Hickman''',..'-f',,-'r..k. ':0.,..1' 'it.; Connie Marcyes 1, } Environmental Specialist Director of Development ,,,, A. E-mail:cmarcyes@ifound.org rf . ill _, E-mail: dhickman@ifound.org m ewe ' ,iu ' -1--,,-,,,-6 1 Sherry Holmgren Leah Posterick f-1-:,,,::7-0 3 .,rl Accounting Assistant Program Assistant i� �. ; ; s4 3 E-mail:sholmgren@ifound.org E-mail:Iposterick@ifound.org 4p 4'' Li 1 Karl Samp - . Lynn Houle it-=--p•---i„ ~ Director of Community Initiatives t � ” AccountingManager v , , I" , E-mail:Ihoe@ifound.org home Phone: (218) 828-0752 .-c.,,,,:`,7-_ t n , E-mail: ksamp@ifound.orgw ,,.., " .. . John Kaliszewski Catherine Stoch '- ii a Director of Economic Development Community Development Specialist E`; ': ,k. r"� 4+ E-mail:jkaliszewski@ifound.org E-mail: cstoch@ifound.org g ,1 Not pictured: t�� I . Lois Kallsen Lonna Becker Afi Receptionist Program Assistant N E-mail: Ikallsen@ifound.org E-mail: lbecker@ifound.org • 405 First Street SE; Lithe Falls, MN 56345 • Phone: 320/632-9255 • Fax: 320/632-9258 • www.ifound.org • { Projects Funded in Sherburne County (through 5/31/01) INITIATIVE FOU N DATION • GRANTS AWARDED... 9J1GANIZAILCILILSME PROJECT TITI F AMOUNT FY 2001 2001 Arts Alliance,Elk River' Artsoup 2001 $5,000 Big Lake Visioning Committee Lakes Area Multi-Purpose(LAMP) 5,000 Boys&Girls Club of Elk River Crisis Training 2,500 Boys&Girls Club of Elk River• Education Program 5,000 Central MN Sexual Assault Center,St.Cloud' Central MN SANE Project 10,000 Elk River Area Arts Council • Newsletter Development 1,935 Elk River Community Theatre' Fall/Spring Concert Series 3,670 Elk River School District' Computer Replacement 6,050 Elk River School District' Elk-Hi Stadium 10,000 Elk River School District' Enriched Tutorial 5,000 Elk River School District' Parent Handbook/Background Checks 13,600 Elk River School District Youth Apprenticeship/Job Shadowing 10,000 Elk River School District/Parents Involved Network,Salk Jr.High• PC Lab 35,200 Land of Lakes Choirboys,Elk River Town Choir Tour 5,000 Livonia Township,Zimmerman' Planning for"Green"Township Hall 5,000 Lord of Glory Lutheran Church,Elk River' National Youth Gathering 4,732 Opportunity Partners,Inc.,Elk River• Household Fumishings/Improvements 3,500 Rogers Lions Club' School District Finance News 1,800 St.John Lutheran School,Elk River• Outdoor Education Event 4,050 Special Olympics of Elk River' Team Expenses 5,000 Three Rivers Community Theatre• Mural Painting 3,000 FY 2000 Big Brothers Big Sisters of Central MN• Eastem Sherbume Co.Branch Office 4,000 Big Lake School District Co-location 5,000 ii• City of Zimmerman Zimmerman Youth Center r, 30,000 Elk River Area Schools' Landscaping for Pleasure&Achievement 1,000 Elk River Area Schools Special Education' Parent Networking Project 2,302 Elk River Area Women of Today' Lice Bucket Program 4,950 Elk River Community Theatre• Performance Schedule 1,500 Elk River School District' Scholarships 500 Elk River School District EBD• Mental Health Forum 1,250 Greater Zimmerman Area Chamber of Commerce' "A Frontier Holiday" 1,000 Opportunity Partners,Inc.' Furnishings and Appliances 1,000 Rivers of Hope,Elk River Youth Advocacy Program 15,000 Rivers of Hope,Elk River• Safe Start 10,000 Rum River Health Services,Inc.' Northland Women's Health Event 1,000 Zimmerman Elementary' Read To Succeed 500 FY 1999 2001 Arts Alliance,Elk River* ArtSoup-Elk River Area Community Art Festival 1,000 City of Zimmerman Livonia/Zimmerman Voices for Community Choices 10,000 Education to Employment,Elk River EEP Coordinator 10,000 Elk River Area Arts Council * General Operating 3,000 Elk River School District' Community Band and Choir 300 Livonia-Zimmerman Voices for Corn.Choices' Building a Community of Promise 3,000 Rivers of Hope,Elk River' Violence Prevention/Intervention Services 4,000 Sherburne County Scenic Area Land Preservation 5,000 Sherburne County Extension Service' Sherburne County Master Gardeners 600 Sherbume County Public Health Completing the Circle of Prevention-An Assessment of Pare 2,500 St.John Lutheran School,Elk River• Art Immersion Day 550 St.John Lutheran School,Elk River' St.John Theatrical Exposure Event 750 The 2001 Committee, Inc.,Elk River Elk River Area Planning&Visioning Preparation 2,500 The 2001 Committee, Inc.,Elk River Healthy Community Partnership Training 10,000 III 1 ORGANIZATION NAMF PROJECT TITLE AMOUNT FY 1998 2001 Arts Alliance,Elk River' Elk River Area Community Art Festival 1,500 City of Becker Senior Housing Study 1,000 Elk River Area Chamber of Commerce Leadership Elk River 1,500 • Elk River Area Citizens League" County Committee Structure Study 1,000 Elk River School District' VandenBerge Community Center 3,000 Elk River Youth Initiatives' Youth Initiatives Mentoring 3,400 Guardian Angels of Elk River,Inc. Child Care Center 10,000 Rivers of Hope,Elk River• Youth Advocacy Program 4,000 R.W.Handke Magnet Elem.School,Elk RiverOdyssey of the Mind Training Sessions 250 Salk Jr.High Improv Troupe,Elk River' Improv Troupe 2,550 St.Andrew's Catholic School,Elk River" COMPAS Artist Residency Program 900 FY 1997 Big Brothers/Big Sisters,Elk River Sherbume County Expansion Project 5,000 Big Brothers/Big Sisters,Elk River• Eastern Sherbume County Branch Office 2,000 Big Lake School District Focus Group 10,000 City of Big Lake Implementing Community Vision 10,000 City of Elk River* Education Officer Project 4,000 City of Elk River' Elk River Heritage Festival 1,000 City of Rogers* Senior Housing Study 2,000 City of Zimmerman Creating A Healthy Sustainable Community 10,000 Elk River School District Sherburne County Violence Prevention Activity 8,000 Guardian Angels of Elk River,Inc.* Elk River Senior Center/Dining Site 3,000 Rum River Health Services,Elk River Rum River Inter-Faith Caregivers 5,000 The 2001 Conf.Planning Committee,Elk River' Enriching Our Communities 750 FY 1996 Big Brothers/Big Sisters,Elk River Sherbume County Expansion Project 10,000 City of Big Lake Area Community Planning/Leadership Dev. 2,500 Elk River Community Theatre' My Fair Lady 2,500 Elk River Leadership Council' Area Youth Salute 1,000 Land of Lakes Choirboys,Inc.,Big Lake' Salem Boys Choir Festival 1,900 Parker Elementary School,Elk River• Software Language Enhancement 699 Rivers of Hope,Elk River' Community&Youth Advocacy "1,500 Rivers of Hope,Elk River' Youth Advocacy Program 5,300 41) FY 1995 Big Lake School District HELPS 2,500 City of Elk River/Chamber of Commerce::"` Leadership of Elk River 1,000 Elk River Area Citizens League' Arts in Building a Healthy Community 1,500 Rivers of Hope,Elk River• Youth Violence Prevention 1,500 Village Family Service Center,Elk River' Expanded Education 2,100 FY 1994 Elk River Area Arts Council ' 'Strings for Youth Programs 1,000 Sherburne Natural History;Zimmerman " From Plow Furrows to Prairies 10,000 The 2001 Committee,Inc.,Elk River Elk River Area Youth Task Force 25,000 The 2001 Committee,Inc.,Elk River Education Awareness 2,050 FY 1992 Elk River Community Education Community Volunteer Network 15,000 FY 1991 Child Care Mini Grants Sixteen Individual Awards 2,563 City of Becker Community Planning 1,000 FY 1990 Greater Elk River Task Force Domestic Violence/Advocacy 12,000 Sherbume County Historical Society,Becker Courthouse Preservation 4,000 Sherbume Economic Development Corn. Community Planning 1,000 The 2001 Committee,Inc.,Elk River Youth Survey Conference&Action Plan 1,000 TLC and Company,Inc.,Elk River - Facility Improvements/Staff Training 3,887 FY 1989 City of Elk River Wilderness Trail 5,000 Sherburne County Health Services Central MN Water Quality 44,200 Sherburne County Social Services Young Parents Program 1,350 FY 1988 Central MN Mental Health Center,Elk River Community Response to Youth Stress 3,000 City of Zimmerman Community Planning 1,000 Sherbume County Health Services Community AIDS Education 10,000 FY 1987 Sherbume County Health Services Water Quality 34,352 TOTAL GRANTS(119): $578,490 2 SCHOLARSHIPS AWARDED... FUND NAMF RECIPIFNT/COMMUNITY AMOUNT FY 2001 Charity Evenson Memorial' Northwestern College $500 • FY 2000 Charity Evenson Memorial* Elk River High School(3 awards of$500 each) 1,500 Charity Even son Memorial' University of MN 500 Powell Scholarship Fund* Elk River High School 250 Zimmerman Lions PTO' Zimmerman Elementary School 2,500 FY 1999 Charity Evenson Memorial' Elk River High School(4 awards of$500 each) 2,000 Zimmerman Lions PTO* Zimmerman Elementary School 600 FY 1998 Powell Scholarship Fund* Elk River High School 250 Zimmerman Lions PTO* Zimmerman Elementary School 600 FY 1997 Zimmerman Lions PTO' Zimmerman Elementary School 500 FY 1996 Powell Scholarship Fund* Elk River High School 250 Zimmerman Lions PTO' Zimmerman Elementary School 670 FY 1995 Powell Scholarship Fund` Elk River High School 250 Zimmerman Lions PTO' Zimmerman Elementary School 555 FY 1994 Powell Scholarship Fund* Elk River High School 250 Zimmerman Lions PTO' Zimmerman Elementary School 500 FY 1993 Powell Scholarship Fund* Elk River High School 250 TOTAL SCHOLARSHIPS(20): $11,925 * Denotes awards made by the Three Rivers Community Foundation, a component fund of the Initiative Foundation. • MULTI-COUNTY PROJECTS ... ORGANIZATION/PROJECT TITLE COUNTIES SERVED GRANT FY 2001 Catholic Charities,St.Cloud;, Benton,Isanti,Kanabec,Mille Lacs,Morrison,Steams, $2,500 Foster Grandparent 35th Recognition Todd,Wadena Central Lakes College SBDC,Brainerd; Benton,Cass,Chisago,Crow Wing,Isanti,Kanabec,Mille 5,000 ` Business Technical Assistance for Lacs,Morrison,Pine,Sherbume,Steams,Todd,Wadena; Women and d Minorities - Wright Central MN Community Foundation,St.Cloud; Benton,Cass,Chisago,Crow Wing,Isanti,Kanabec,Mille 10,000 Stephen Covey Event Lacs,Morrison,Pine,Sherbume,Steams,Todd,Wadena, Wright Central MN Housing Partnership; " Benton,Cass,Chisago,Crow Wing,Isanti,Kanabec,Mille 50,000 Affordable Housing Project Development Lacs,Morrison,Pine,Sherbume,Steams,Todd,Wadena, Wright Benton,Cass,Chisago,Crow Wing,Isanti,Kanabec,Mille 25,000 St.Cloud Area Housing&Redevelopment Authority; Lacs,Morrison,Pine,Sherburne,Steams,Todd,Wadena, Regional Labor Force Assessment Wright TOTAL MULTI-COUNTY PROJECTS (5): $92,500 3 EXAMPLES OF LOANS AWARDED ... BUSINESS NAME BUSINESS TYPE LOAN TYPE FY 2000 41, Eighth Street House, Big Lake Group Foster Home Expansion (Buffalo National Bank) Raymond P. Chock Trucking, Elk River Independent Truck Driver Start-up (The Bank of Elk River) FY 1999 Northstar Photonics, Inc., Elk River High Performance Laser SEED Investment FY 1998 Protector Care, Inc., Elk River Carestair-Half Height Step Asst. Expansion Windmark, Inc.,Zimmerman (Breda Savings Bank-Breda, IA) Design/Mfg. Rescue Air Boats Start-up FY 1996 Marketech, Inc., Elk River (First National Bank-Elk River) Electronic Testing Service Expansion FY 1995 Mastoni's Pizza, Becker (Sherburne State Bank- Becker) Pizza/Deli Expansion FY 1994 Brumar, Elk River (Breda Savings Bank- Iowa) Welding Expansion Freeport Finishing, Zimmerman (Princeton Bank-Princeton) Finishing Start-up Sherbume County Insurance, Elk River (The Bank of Elk River) Insurance Agency Expansion FY 1992 Darter Plastics, Inc., Becker Plastics Manufacturing Expansion Diaper Express,Zimmerman (First National Bank-Elk River) Diaper Service Start-up FY 1991 Rohn Ironworks, Elk River (First National Bank-Elk River) Structural Steel Fabricating Expansion FY 1990 Marketech, Inc.,Elk River (First National Bank Elk River Electronic Testing Service Start-up FY 1989 ; Hom Machine, Elk River (First National Bank-Elk River) Millwork Manufacturing Start-up Key Pattern, Elk River Pattern Design Expansion FY 1988 Pomeroy Tool,Elk River (First National Bank Elk River) Tooling Expansion TOTAL LOANS (22): $588,300 Total Business Investment Leveraged: $1,548,775 Total Jobs Created or Retained: 201 GRAND TOTAL OF GRANTS, LOANS & SCHOLARSHIPS IN SHERBURNE COUNTY $1,178,715 4